The Best CRM Marketing Automation & Email Suppliers

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We’ve researched, ranked, and rated the nine best CRM marketing automation and email suppliers for US businesses. Find yours today, and compare tailored quotes from top companies

HubSpotSalesforceFreshworks CRMDynamics 365ZohoSugar Market
Monthly pricing from$50 per user$400$19$1,500$12 per user$1,000
Contact limit1,000 to 10,000None1,000 to 25,00010,000?**10,000
Daily email send limit?*5,0005,00010x your contact quota250 to 1,000?*
Web forms
Campaign design
Batch email marketing
Email tracking$
Customer targeting
* Determined by email service provider

**Dependent on correspondence type

Increasingly smart artificial intelligence (AI) is streamlining everything in sight, while ever smarter marketing tools are allowing businesses to reach constantly widening audiences of potential consumers.

That’s why you need the right CRM (customer relationship management) marketing automation tool for your business.

Say what?

Marketing automation is about, well… automating your team’s manual (but still important) marketing responsibilities. These include posting to social media, sending emails, and monitoring ad campaigns. Trust us – it’ll not only save your marketing experts valuable time, but help personalize the customer journey, too.

But to do it, you’ll need the right tool kit. So read on – we’ve researched, rated, and ranked the top CRM providers in the world, and reviewed them below for you.

The Best Marketing Automation Suppliers for US Businesses

According to our research, the best CRM marketing automation tool is HubSpot Marketing Hub.

Making up the rest of the top six are Salesforce Marketing Cloud, Freshworks CRM Marketing Cloud, Microsoft Dynamics 365 for Marketing, Zoho, and Sugar Market.

How did we decide, exactly? View our methodology below to find out, and learn more about the marketing automation metrics we used to rate the best marketing CRM software providers that follow.

On top of this, we’ve also rated our top three CRM software solutions for email marketing – monday CRM, Sendinblue, and ActiveCampaign.

Before you lose yourself in our research into the best marketing CRM providers in the US, though, why not compare CRM software quotes with us?

Simply provide us with a few details about your business, and you’ll receive quotes tailored to the size and unique needs of your marketing team.

It takes 30 seconds, and it’s free.

1. HubSpot Marketing Hub

With full marks for features and a superlative 93% customer approval rating, HubSpot is our top CRM pick for marketing teams. Also registering strong help and support scores, HubSpot is only let down by its price point, which reaches a hefty maximum of $3,200 per month (for ten users).

When it comes to engineering effective mass marketing, HubSpot can’t be topped. Its impressive free version allows you to connect the CRM tool to your Facebook Ads account, and engage with your open, click, and bounce metrics, too. Upgrading can be expensive, sure – but it’ll also unlock HubSpot’s powerful marketing automation functionality, and let you drill down into the sources of traffic to your website.

Expert Rating: Get HubSpot Free

HubSpot Marketing Cloud: The Basics

Starting price$50 per user, per month for up to 1,000 contacts (when billed annually. Expect to pay around 25% more on a monthly plan). Free version available
Highest price$320 per user, per month for up to 10,000 contacts
Customer supportLive chat, phone, email, knowledge center
Contact limit1,000 to 10,000 (additional bundles of 1,000 contacts can be purchased for between $10 and $50 per month)
Free trial?Free version and 30-day trial

HubSpot for Marketing Automation: Feature Analysis

Web forms? Yes.

Campaign design? Yes, on HubSpot’s ‘Pro’ plan and above.

Batch email marketing? Yes, although the number of emails you’re permitted to send per day will be determined by the email server you’re using. Handily, HubSpot alerts you when you’re near your daily limit, allowing you to reschedule any overspill to a day when there’s less on.

Email tracking? Indeed! This feature is available across all of HubSpot Marketing Hub’s plans.

Customer targeting? Yes.


  • Offers an intuitive, aesthetically-pleasing interface
  • Integrated analytics let you measure the ROI of your content campaigns


  • As the features add up, so too do the costs… and quickly!

HubSpot’s superb marketing automation capabilities also secure it a place on our list of the top 9 CRMs for marketing and creative agencies. Go check it out!

2. Salesforce Marketing Cloud (formerly ‘Marketing Cloud’)

Though registering strong ratings across the board for features, customer approval, and help and support, Salesforce suffers from a complicated, expensive pricing structure that may exclude marketing teams with more modest budgets.

We always recommend Salesforce. With its industry-leading set of AI-powered analytics and huge range of cross-channel marketing integrations, it’s hard not to! Of course, all that functionality doesn’t come cheap. Salesforce is one of the most expensive tools around, and its marketing automation product doesn’t exactly buck the trend. This one’s for more established (or most ambitious!) marketing teams only.

Expert Rating:

Salesforce Marketing Cloud Engagement: The Basics

Starting price*$400 per month for email, mobile, and web; $1,250 per month for Salesforce’s Marketing Cloud Account Engagement (formerly known as ‘Pardot’) B2B marketing module
Highest price$3,750 per month for ‘Enterprise’, and $4,000 per month for Marketing Cloud Account Engagement’s ‘Advanced’ plan
Customer supportLive chat, phone (24/7), email, knowledge center
Contact limitTechnically none, though this is governed by total storage capacity (10,000 contact maximum recommended)
Free trial?None

*Let’s talk pricing. There are many elements that make up the special case that is Salesforce’s marketing product. Each module is priced individually, so the total cost could, theoretically, be any combination of prices.

Basically, Salesforce is a system offering huge scope for your marketing team… but at an equally large price!

Salesforce for Marketing Automation: Feature Analysis

Web forms? Yes.

Campaign design? Yes – all of Salesforce Marketing Cloud’s plans include a drag-and-drop email builder for marketing campaigns.

Batch email marketing? Yes. However, Salesforce limits you to 5,000 email sends per day, per account. It doesn’t exclude duplicate email addresses, either – so you’ll need to make sure your mailing lists are ‘clean’ before launching your next campaign, in order to avoid wasted sends.

Email tracking? You can activate tracking for emails across all of Salesforce Marketing Cloud’s plans.

Customer targeting? Yes.


  • Unlimited contact storage
  • Along with HubSpot, it’s one of the most feature-rich marketing automation tools on the market


  • 24/7 phone support is only available with the more expensive plans
Did You Know?

Salesforce has made its founder and current CEO Marc Benioff enormously wealthy. As of January 2021, he was worth a staggering $8.8 billion.

3. Freshworks CRM Marketing Cloud

Starting at an accessible $19 per month, Freshworks CRM Marketing Cloud (formerly Freshmarketer) also boasts some of the finest help and support of all the marketing automation tools we looked at. It sports the third-highest customer approval scores, too, though its more modest array of features prevents it from leading a real assault on the top two.

Spearheaded by a wonderful UI (user interface) and 24/5 phone support, Freshworks CRM Marketing Cloud is a top pick for growing marketing teams. It also sits firmly on the affordable end of the shelf – particularly when compared to Salesforce. However, be warned – Freshworks CRM’s free plan drastically caps key features, and we recommend upgrading to get the most out of its tidy marketing automation and acquisition tools.

Expert Rating: Try Freshworks CRM for Free

Freshworks CRM Marketing Cloud: The Basics

Starting price$19 per month for the ‘Growth’ plan (free version available)
Highest price$99 for the Estate plan, with up to 20,000 contacts
Customer supportLive chat (24/5), phone (24/5), email, knowledge center
Contact limit1,000 to 25,000 contacts
Free trial?Free 21-day trial available

Freshworks CRM for Marketing Automation: Feature Analysis

Web forms? Yes.

Campaign design? A basic email builder is available with Freshworks CRM’s free version, though this grows to a more sophisticated drag-and-drop composer when you upgrade to the paid packages.

Batch email marketing? Yes. Though Gmail and Outlook cap your daily send totals at 300 emails, Freshworks CRM Marketing Cloud uses its own servers to deliver batches beyond those limits. How much you’re entitled to depends on the plan you select.

Email tracking? Available across all Marketing Cloud plans, though you’ll need Sales Cloud – Freshworks’ CRM module for sales teams – to benefit.

If you know you’ll be requiring both sales and marketing features, though, you can opt for Freshworks CRM’s ‘Customer-for-Life Cloud’. It combines the best of Freshworks CRM’s sales and marketing automation features with chat and telephony, bringing together everything your business needs into a single, convenient, affordable package.

Try Freshworks CRM’s ‘Customer-for-Life Cloud’ plan today – it’s free for 21 days.

Customer targeting? Freshworks CRM Marketing Cloud offers this functionality, though the level of granularity with which you can target specific customers depends on how much you’re willing to spend.

Basic segmentation is available with the ‘Growth’ plan, allowing you to segment your audience based on email activity, contact fields, lists, and journeys.

The more pricey ‘Pro’ plan, however, allows for more complex targeting. This feature leverages behavioral analysis, enabling you to target customers based on their movement throughout your site. It’s marketing automation, done well!


  • The free plan includes 500 contacts and some conversion optimization features
  • Highly affordable
  • Monthly pricing makes things simple


  • Expect to pay between 30% and 40% more if you choose monthly billing
  • A dedicated account manager is only available with the most expensive plan
Do you already use a marketing automation tool?

4. Dynamics 365 for Marketing

Dynamics 365 registers middle-of-the-road scores across all of our metrics – so it’s fitting that it’s also smack bang in the center of this list. Solid scores for features and help and support are matched by a good customer approval rating, though its fixed $1,500 price will be a bridge too far for many marketing departments.

Though it offers some of the finest analytical CRM tools on the market, Dynamics 365 isn’t for everyone. Its hefty price point notwithstanding, this marketing automation tool’s cloud-based interface simply doesn’t match the vibrancy of HubSpot’s, or the sheer effectiveness of Salesforce’s. Large marketing teams that are looking to gain an edge over competitors will still find plenty to love here, but smaller businesses are better off looking elsewhere.

Expert Rating:

Dynamics 365 for Marketing: The Basics

Starting price$1,500 per month for up to 10,000 contacts*
Highest priceFixed price ($1,500 per month) for the system, though extra lots of 5,000 contacts cost $250 each
Customer supportPhone, email, knowledge center
Contact limit10,000 contacts, with additional bundles of 5,000 available to buy
Free trial?Yes

* Reduced to $750 if you already use another Microsoft Dynamics product, and have a minimum of 10 users

Dynamics 365 for Marketing Automation: Feature Analysis

Web forms? Yes – Dynamics 365 for Marketing also syncs with LinkedIn lead gen forms, allowing you to pull contact data straight into your CRM database, and easily measure the effectiveness of your LinkedIn campaigns.

Campaign design? Yes. Dynamics 365 enables you to build emails, campaigns, and landing pages with an intuitive drag-and-drop builder.

Batch email marketing? Yes. Your email send limits are set monthly, and are capped at ten times your quota of marketing contacts (or 1,000 sends per month, if you’re on a trial).

Email tracking? Yes. Dynamics 365’s ‘Customer Insights’ feature provides a detailed breakdown of your customers’ interactions with your emails, such as open rates and clicks.

Customer targeting? Yes, although you’re capped at 5,000 contacts per marketing segment.


  • Cloud-based, but also available as an on-premise solution
  • The fixed price for the system offers simplicity...


  • ...though it’s still one of the most expensive CRM systems money can buy!

5. Zoho

It’s a familiar story for Zoho. Though it boasts an excellent rating for price (starting at just $12 per user, per month, it’s the cheapest on our list), Zoho’s features are a tad more simplistic than most of the other CRM systems here. That said, it’s easy to set up, and is still one of the most user-friendly pieces of software we’ve come across.

Known for its price, simplicity, and user-friendliness, Zoho’s marketing automation software isn’t so well known for its advanced features. It’s also a bit of a gut punch having to shell out for a separate product (Zoho Campaigns) to be able to better plan your next email marketing drive. That said, you can’t look past a $12 per user, per month price point – and for micro-sized marketing teams looking to expand their CRM endeavors, Zoho certainly has plenty to offer.

Expert Rating: Try Zoho for Free

Zoho: The Basics

Starting price$12 per user, per month
Highest price$100 per user, per month
Customer supportLive chat, phone, email, knowledge center
Contact limitDepends on the type of correspondence
Free trial?Free version available

Zoho for Marketing Automation: Feature Analysis

Web forms? Yes; the higher the pricing tier, the more forms you can create.

Campaign design? Available on all of Zoho’s paid plans. In addition to this, Zoho has a separate campaign builder product (Zoho Campaigns). Pricing for this starts from as low as $6 per month for up to 250 subscribers, when you select a pay-as-you-go plan.

Prices for monthly subscriptions – which include unlimited emails – are based on how many subscribers your business has. These plans start from $5 per month for up to 500 subscribers, and reach as high as $350 per month, for businesses with as many as 100,000 subscribers.

Batch email marketing? Available across all paid plans. Your daily send limit will depend on the plan you’ve selected:

  • Standard: 250 sends per day
  • Professional: 500 per day
  • Enterprise: 1,000 per day

Zoho’s ‘Enterprise’ and ‘Unlimited’ editions also enable you to set up auto-replies to your batch emails.

Email tracking? Yes, on all plans.

Customer targeting? Yep!


  • Simple to get to grips with


  • Permits a relatively low number of daily email sends
  • Contact limits aren’t specified
  • Not as scalable as HubSpot or Freshworks CRM

Zoho’s price and user-friendliness make it one of the best CRM systems for small businesses.

And remember, you can try Zoho free for 15 days, or utilize its free version on an indefinite basis.

6. Sugar Market

Sugar Market offers a wealth of features, including analytics and marketing automation functionality that ranks among the industry’s best. It’d almost certainly be higher up our list, if not for an indifferent customer approval rating, lacklustre customer support, and opaque pricing.

Sugar Market – SugarCRM’s marketing automation tool, previously known as Salesfusion – caters to the more complex marketing requirements of larger businesses. Unlike many other CRM providers, Sugar Market offers just one pricing plan – meaning it’s not as suitable for those starting small and looking to scale. Its pricing isn’t transparent, either, and there’s no option to try the system for free. However, those who are prepared to take the plunge will receive a generous contact limit, and a wealth of enterprise-grade marketing features to boot.

Expert Rating:

Sugar Market: The Basics

Starting price$1,000 per month (billed annually, 10,000 contacts included)
Highest priceOn request
Customer supportPhone, email, knowledge center
Contact limit10,000
Free trial?No  – offers a demo instead

Sugar Market for Marketing Automation: Feature Analysis

Web forms? Yes.

Campaign design? Yes.

Batch email marketing? Email sends are supported, although your daily send limits will be determined by your email server.

Email tracking? Yes, only you’ll have to use a separate email tracker module, which works like a plugin.

Customer targeting? Yes.


  • Visualizes your marketing data in stunning, easily exportable graphs and reports
  • Integrates with a wide range of third-party applications


  • No live chat support available
  • Email tracking can be complicated to set up

The Best CRMs for Email Marketing

Email marketing has never been particularly easy. Even the idea of it is almost crazy – sending unsolicited messages to people you don’t know, enticing them not only to open your email, but to read it, click it, and (hopefully!) end up making a purchase.

Nope, email marketing has never been easy at all. Unless, that is, you’re using the right CRM software.

Good marketing CRM software enables you to target customers with campaigns tailored to their tastes and habits. You can create forms to capture leads on your website and craft sequences of stunning emails, all from within the CRM’s interface. Then, you can send them in bulk to a custom audience, monitoring their performance to optimize future campaigns.

So, which marketing CRM is right for your business? Let’s find out.

Alternatively, hit one of the buttons below to start our free, quote-finding questionnaire – your quickest, most direct route to comparing tailored quotes from top email marketing CRM software providers.

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Simply fill out the form with a few questions about your requirements, and our algorithm will match you with the email marketing CRM suppliers that are a good fit for your business.

All you have to do is keep an eye on your phone – hot, personalized marketing CRM quotes and advice are headed your way.

monday CRM

Best bargain buy

Walking a line between CRM and project management software, monday CRM doesn’t sport the same bells and whistles as the likes of HubSpot and Salesforce. Yet, importantly, it’s affordable – and if you’re looking for a tool to drive productivity while benefiting from basic email marketing functionality, monday CRM might just be worth a go.

Expert Rating: Try monday CRM for Free

monday CRM also allows you to create clever, customizable forms, which you can share via a link, or embed into your website. When someone fills one out, the info will feed straight back into your monday CRM dashboard – allowing you to pounce on the fresh lead, and react with quick, targeted marketing.

Plus, monday CRM starts at just $9 per user, per month, making it a bonafide bargain.

The only real catch here is that monday CRM integrates with popular email platforms such as Gmail and Outlook to enable batch email sends – it doesn’t actually offer this feature in-house. This means that any bulk email send limits will be determined by the email service provider you choose to connect monday CRM to, and not by the email marketing tool itself.

While this is unlikely to be a problem for businesses with small-scale email marketing needs, it could be an issue if you’re planning some big campaigns!

monday CRM Pricing

$9 per user, per month$12 per user, per month$19 per user, per monthCustom rate

You can try monday CRM free for 14 days. Head to monday CRM’s website now to get started.


  • Integrates with CRM systems such as Salesforce and Copper
  • Inexpensive
  • Phone-based and email support available, as well as an impressive online knowledge center
  • Campaign tracking included...


  • … although campaign design is not
  • Falls short as a comprehensive marketing CRM tool
  • No email tracking or customer targeting
  • No live chat support


Best for monitoring campaign success

Good email marketing isn’t just about coming up with the catchiest subject lines, or creating the most compelling, creative CTAs. It’s also about measuring the effectiveness of each email campaign – doing more of what works, and doing away with what doesn’t. Are you good at doing this? If not, Sendinblue can help.

A/B testing lets you directly compare the performance of multiple campaigns, while another feature allows you to optimize your marketing to be sent only when the recipient is most active. Heat maps and real-time user geography and device reporting are available, as are advanced email open and click rate statistics.

You’ll also get an impressive array of marketing automation features for what you pay – or indeed, what you don’t pay.

Sendinblue’s free version comes with a drag-and-drop visual workflow editor, as well as a ‘page tracking’ feature. By monitoring the behavior of users as they navigate your site, it’ll allow you to engage them with tailored, impeccably timed content and communications.

Our verdict? It’s a no-brainer!

Sendinblue Pricing

Apart from a free version and an ‘Enterprise’ plan – which comes with a bespoke rate, depending on your business’s size and the extent of your email marketing needs – Sendinblue offers a couple of core pricing plans.

How much either ‘Lite’ or ‘Premium’ will cost you depends on the amount of emails you’ll be sending per month. Monthly costs break down as follows:

No. of monthly email sendsLitePremium

So, is Sendinblue’s free plan worth it? Unless your marketing team is solely a “me, myself, and I” kind of job, then the answer’s probably no. The free plan here imposes a restrictive cap of 300 emails per day on your marketing efforts, so it doesn’t exactly go hand in hand with scalability.

The free plan also blocks you off from Sendinblue’s more intriguing A/B testing and send time optimization analytics features. Basically, it’s suitable only for the stringiest of shoestring budgets.

Select the ‘Lite’ plan ($25 per month) instead – you won’t regret it.


  • No daily email send limit with any of Sendinblue’s paid plans
  • Real-time reporting included with the free plan


  • Phone and chat support only comes with the ‘Premium’ plan and beyond

For another CRM provider with killer email capabilities and a completely free plan, take a look at our Cloze review.


Best for omni-channel marketing

What kind of email marketing automation most appeals to you? Have a think – because with ActiveCampaign, there are plenty of options to choose from. Triggered emails send automatically when someone makes a purchase, or engages with your site or brand. Targeted emails help you focus your crosshairs on the customer demographic you’re most interested in, while broadcast emails aren’t so picky – and will get your marketing to as wide a catchment area as possible.

All the email scheduling and autoresponder features you’d expect are included as standard. Plus, ActiveCampaign’s savvier automation capabilities will allow you to harness the power of email to turn leads into returning customers.

Oh, and you don’t even have to limit yourself to email marketing alone.

When we say ActiveCampaign is the best omni-channel marketing CRM, we mean it. You’ll be able to reach more customers with personalized experiences across SMS, social media, live chat, and your site’s landing pages…

ActiveCampaign Pricing

…and when it costs this little, why wouldn’t you?

Starting at just $9 per month, ActiveCampaign is one of the cheapest CRM systems on the market.

500 contacts$9 per month$49 per month$129 per month$229 per month
1,000 contacts$25 per month$49 per month$129 per month$229 per month
2,500 contacts$45 per month$49 per month$129 per month$229 per month
5,000 contacts$79 per month$135 per month$199 per month$359 per month
10,000 contacts$125 per month$199 per month$279 per month$399 per month
25,000 contacts$205 per month$319 per month$479 per monthN/A
50,000 contacts$205 per m7nthN/AN/AN/A

You can also try it free for 14 days.


  • Free implementation and migration
  • Excellent customer service, with online training and support available at no extra cost to you


  • No free plan
  • It’s likely to prove expensive for businesses with wider contact bases

How We Rated the Best Marketing Automation & CRM Tools

To rate each CRM supplier on their effectiveness for marketing teams specifically, we extended our explorations to include five key features that a good marketing automation or CRM tool simply has to do well.

This included honing in on functions for marketing teams only – we’ve looked at CRM for sales teams, as well as the best CRM for customer service automation, on separate pages.

In addition to the basics, then  – namely customer support, price, contact limit, and whether there’s a free trial – each marketing CRM software below is also ranked per its ability to perform each of the following crucial functions:

Web Forms

You can have the best-looking website in the world – but if it’s not turning your site’s visitors into prospective customers, it’s not reaching its full potential.

That’s where web forms come in. With the right marketing automation tool, you can create and embed a lead capture form into your website. By collecting the name, number, and other demographic details of your website’s users – and sending them straight to your CRM – web forms empower you to turn your website’s traffic into lucrative deals.

Campaign Design

Whether you’re designing a one-off email to capitalize on Black Friday or a drip campaign to build your brand, it’s crucial that your marketing looks good.

With a marketing automation tool, you can build communications that echo your business’s values and brand language, with powerful CTAs (calls to action) and an engaging design. And it’s easy – most marketing CRM software runs on simple drag-and-drop functionality.

You don’t need an eye for design, either – most marketing automation tools provide a range of preset, highly customizable templates to get you started.

Batch Email Marketing

CRM software is all about optimizing your marketing team’s processes – reaching more customers in less time, and doing it with the most effective messaging.

Batch email marketing is a good example of this at its finest – after designing your emails, you can send them en masse, to a specific list of prospective customers.

Email Tracking

Of course, it’s not just about sending emails out into the ether and forgetting about them. To grow your business, you need to know how effective your previous marketing campaigns have been; that is, how many people are opening, reading, and clicking your emails.

There’s a few ways in which you can do this, but using marketing CRM software is by far the most straightforward.

Plus, when you use a CRM system to track your sent emails, you can monitor exactly which parts of your messages are getting the most engagement from recipients. Which CTAs are most enticing?

Which images scream “CLICK ME!”?

Which subject lines do your customers struggle to resist?

Customer Targeting

At its most basic level, marketing CRM software acts as a contact database. As well as providing a safe place for your customers’ names, occupations, and contact details, a CRM system can store a whole range of important client info – which you can then use to create smarter, more tailored marketing campaigns, and produce more effective results.

With the right marketing automation tool, you can target customers by:

  • Their buying preferences, including previous orders and total spend
  • The nature of their previous visits to your website, or interaction with your brand
  • Demographic information, such as age, gender, and more

Lapsed customers? Re-engage them with a deal or a discount that’s too good to turn down.

New customers? Let them know you care, by personalizing an email with their name in the subject line.

Marketing a product for women? Filter out your male subscribers to ensure you’re not wasting precious email sends on the wrong audience. Simple!

Next Steps

Which marketing CRM software provider is best for your business, then? 

Let’s recap.

Small teams are well-catered to by low-cost options such as Zoho and Freshworks CRM Marketing Cloud., though more of a project management tool by trade, will also satisfy the email send needs of most modest marketing departments. Likewise, ActiveCampaign and Sendinblue are solid, low-cost options for creating and managing bulk email campaigns.

Sugar Market, Salesforce Marketing Cloud, and Dynamics 365 for Marketing are all designed for medium-sized to large enterprises that have more complex marketing automation requirements.

And finally, of course, there’s HubSpot Marketing Hub, which we recommend for everyone.

As we mentioned earlier, email marketing isn’t easy – and neither is picking the right marketing automation software supplier. You have to balance the level of features your team requires, while keeping within the constraints of your budget, and ensuring you’re receiving the top-class help and support you deserve.

Basically, you’ll need to compare quotes from multiple CRM providers to get the best deal. And, thanks to our free quote-finding service, this part is easy.

Simply provide us with some details about your business, answering a handful of straightforward questions about your team, requirements, and the type of marketing CRM software you’re looking to implement.

You’ll then be contacted directly with tailored quotes from several of the industry’s leading marketing CRM providers. This will give you all the info you need to compare and contrast suppliers, at your fingertips.

It takes less than a minute, and is free for US-based businesses.

Our Methodology

How We Analyze and Rate CRM Software Providers

At Expert Market, it’s our aim to provide you with the most accurate, up-to-date, and transparent product and service reviews possible. So, to help you better understand the best CRM software options out there, we’ve conducted in-depth, extensive research into the CRM software market and its top companies.

Here’s how we did it:
Independent researchers
We worked with three independent researchers to rate eight different CRM systems over a total of 40+ hours. This included five separate varieties of CRM software, as well as more than 61 specific features. Using a bespoke, industry-style algorithm, we rated each provider across four key metrics.


  • Help and support: we assessed the level of customer support (such as email, phone, or live chat), as well as its availability (24/7, or weekdays only?), to provide a weighted score for each CRM supplier.
  • Affordability: our affordability algorithm took into account the cost of CRM ownership over 12 months – based on the average buyer – as well as factors such as free trials and money-back guarantees.
  • Features: we assessed each supplier on five specific features per type of CRM. We then weighted these scores, and translated them into a point value system. This allowed us to form accurate ratings for each CRM provider, broken down by the industry it best serves.
  • Customer approval: we assigned each provider a ‘customer score’, which involved seeking opinions from within the community, as well as feeding data aggregated from online sources into a unique algorithm. This allowed us to calculate overall customer approval scores for each CRM supplier, in real time.

We take the integrity of our research seriously. If you’ve got any questions at all about our research process, feel free to get in touch with Rob, our CRM specialist, at

Written by:
Rob Binns
Rob writes mainly about the payments industry, but also brings to the table industry-specific knowledge of CRM software, business loans, fulfilment, and invoice finance. When not exasperating his editor with bad puns, he can be found relaxing in a sunny (socially-distanced) corner, with a beer and a battered copy of Dostoevsky.
Reviewed by:
James thinks all businesses can improve if they use the right technology. At Expert Market, he utilises his 4+ years experience as a researcher to offer specialised advice on a wide range of categories from CRM to Fleet Management.